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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,673 | $63,346-5.8% | $92,240-35.3% | $70,126-14.9% |
| Participation rate | 85.5% | 68.7%+16.8pp | 76.5%+9.0pp | 69.5%+16.0pp |
| Annual return | 14.96% | 530.19%-515.2pp | 176.29%-161.3pp | 73.15%-58.2pp |
| Employer contribution / active EE | $4,985 | $2,471+101.7% | $3,680+35.5% | $2,343+112.8% |
| Participant deferral / active EE | $7,910 | $2,854+177.2% | $3,897+103.0% | $3,332+137.4% |
| Admin fee / account holder | $679 | $3,841-82.3% | $5,194-86.9% | $4,645-85.4% |